See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,058 | $68,547+53.3% | $120,354-12.7% | $80,856+29.9% |
| Participation rate | 46.8% | 61.6%-14.8pp | 71.9%-25.1pp | 67.6%-20.8pp |
| Annual return | 19.98% | 23.60%-3.6pp | 107.15%-87.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $719 | $2,051-65.0% | $3,463-79.2% | $2,755-73.9% |
| Participant deferral / active EE | $2,385 | $3,173-24.8% | $4,991-52.2% | $4,296-44.5% |
| Admin fee / account holder | $6,328 | $5,732+10.4% | $9,423-32.8% | $6,918-8.5% |